CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and CraftNote when capturing in-person conversations and converting them into structured notes matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms.
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CraftNote is an AI-powered meeting assistant available on the web, iOS, and Android that captures, transcribes, and analyzes conversations in real time and converts them into organized notes. It generates structured summaries suited to follow-ups and action items, identifies speakers, and supports a wide range of languages with automatic detection. A meeting bot can join calls on platforms including Google Meet, Zoom, Microsoft Teams, Slack Huddles, Webex, and Discord to capture full transcripts and summaries automatically, and the browser-based app lets users record, transcribe, and summarize without a download while syncing across phone and tablet. CraftNote also offers customizable note templates such as to-do lists, minutes, and executive briefs, an AI chat interface for querying recorded content, and export options including PDF, DOCX, and shareable links. The app is developed by Joyolabs and became available on Google Play in mid-2025. It is positioned for busy professionals who want meeting documentation handled automatically across both online calls and in-person conversations, with encrypted storage and privacy protections for stored content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); CraftNote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | CraftNote |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Real-time transcription and AI-generated summaries |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Meeting bot for Google Meet, Zoom, Microsoft Teams, Webex, Slack Huddles, and Discord |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Speaker identification and multi-language support with auto-detection |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Customizable note templates such as minutes, to-do lists, and executive briefs |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI chat for querying recorded content |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Export to PDF and DOCX and shareable links; web, iOS, and Android apps |
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
CraftNote
Choose CraftNote if you need automatically transcribing and summarizing online meetings across multiple platforms — strengths include works across web, ios, and android with cross-device sync.
CogniCor
CraftNote
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while CraftNote is strong for automatically transcribing and summarizing online meetings across multiple platforms. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and CraftNote is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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